401(k) · DOL Form 5500 · 2024

Advantia Health LLC 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
553
Participants Below avg headcount
84th
Percentile by assets National rank
$87,028
Avg per participant Below avg balance/head
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Official DOL plan name: Advantia Health Retirement Plan · Sponsored by Advantia Health LLC · Virginia · Healthcare & Social Assistance

$48M in assets, 553 participants

Advantia Health LLC's Advantia Health Retirement Plan reported $48M in total assets and 553 participants in its 2024 DOL Form 5500 filing, ranking in the 84th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #14,553 in Healthcare & Social Assistance (16,916 peers)

Where Advantia Health Retirement Plan sits by assets

Advantia Health Retirement Plan sits in the top quartile of all filed plans by assets, $48M for 553 participants (~$87,028/participant), up 11.0% in 2024.

#14,553
in Healthcare & Social Assistance (16,916 peers)
+11.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Advantia Health Retirement Plan's outsized position by total assets

Advantia Health Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$48,126,381 Top 16% higher than 84% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Advantia Health Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advantia Health Retirement Plan sits mid-pack in the medium band (553 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advantia Health Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Advantia Health Retirement Plan end-of-year assets rose from $43M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Advantia Health Retirement Plan reported participants fell from 576 in the plan year 2023 filing to 553 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 465670849 · Advantia Health LLC PY 2024 · 401(k)

Advantia Health Retirement Plan · $48M · 553 · 84th

  • PART $48M
  • PART 553
  • PART 84th
  • PART 401(k)
  • PART near Jelly Belly Candy Company 401(k) and Profit Sharing Plan
  • PART ind #14553

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Advantia Health Retirement Plan in the asset neighbourhood

Advantia Health Retirement PlanAdvantia Health Retirement P…$48MJelly Belly Candy Company 401(k) and Profit Sharing PlanJelly Belly Candy Company 40…$48MEzcater, Inc. 401(k) Retirement PlanEzcater, Inc. 401(k) Retirem…$48MWacom Technology Corp. Retirement 401(k) PlanWacom Technology Corp. Retir…$48MSeismic Exchange, Inc. 401(k) PlanSeismic Exchange, Inc. 401(k…$48M
End-of-year total assets ($M) among Advantia Health Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$48M
Net Income$5M
Employer EIN465670849
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advantia Health LLC)

Sponsor-wide plan assets over time

All Advantia Health LLC plans reported in each filing year

Latest sponsor-wide plan assets
$48M 27.28269104253103% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.8M $48.1M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 597 $38M
2023 1 576 $43M
2024 1 553 $48M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Advantia Health Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Advantia Health Retirement Plan, Total assets ($B): 0.048126381 · Participants: 553Advantia Health Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Advantia Health Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Advantia Health Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Jelly Belly Candy Company 401(k) and Profit Sharing Plan in CA ($48M); by covered participants it is Hitchiner Manufacturing Co., Inc. 401(k) Retirement Savings Plan in NH (553 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (553 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Advantia Health Retirement Plan assets move in 2024?
Advantia Health Retirement Plan grew at a solid clip - up 11.0% during 2024, from $43M to $48M. Reported net income was $5M.
How have Advantia Health LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Advantia Health LLC's sponsor-wide assets grew 27.3%, from $38M to $48M.
Where does Advantia Health Retirement Plan rank by assets among Form 5500 filers?
Advantia Health Retirement Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Advantia Health Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Jelly Belly Candy Company 401(k) and Profit Sharing Plan in CA ($48M, 499 participants).
Which 401(k) plans cover a similar participant headcount to Advantia Health Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Hitchiner Manufacturing Co., Inc. 401(k) Retirement Savings Plan in NH (553 participants, $60M in assets).